Peter Krauth on Why Silver Mining Valuations Haven’t Caught Up
Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, says the silver market has entered a structurally different phase driven by persistent supply deficits and rising industrial demand. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Krauth said, “The fundamentals of the market have just changed completely.”
Krauth pointed to consecutive years of supply deficits, flat mine production, and continued inventory drawdowns as key constraints on the market. “The demand is high. Supply is flat. There’s essentially no prospect for more…
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